Joanne Burke is a founder and wealth advisor serving clients at Birch Street Financial Advisors in Vienna, VA, and the surrounding communities. She is also a member of the Financial Planning Association.
Navigating taxes led her to a passion for financial planning, from KPMG to founding Joanne Ehreth Burke CPA PLLC and Birch Street Financial Advisors. Holding the CERTIFIED FINANCIAL PLANNER™ and CPA/PFS designations, Joanne specializes in strategies for pre-retirees and retirees. She is actively engaged in professional organizations and brings a holistic approach to financial guidance.
In this episode, Joanne and Chris discuss:
- Why Financial Advisors Should Master Tax Planning
- More to Family, Less to Uncle Sam
- How to Leverage CPA Referrals to Grow Your Financial Advisory Business
- The Key to Building Long-Term Client Relationships in Finance
Chris Brodhead helps growth minded Financial Advisors find more clients and grow their assets under management using strategic content creation and content distribution strategies.
If you are a financial advisor looking to grow your AUM this is the strategy for you!
